INTERNATIONAL FINANCIAL PLANNING ADVISORS CONFERENCE 2008 (IFPAC 2008) Sunway Pyramid Convention Centre February 22-24, 2008

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Meryl Gibbs
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1 Conference Overview INTERNATIONAL FINANCIAL PLANNING ADVISORS CONFERENCE 2008 (IFPAC 2008) Sunway Pyramid Convention Centre February 22-24, 2008 The Financial Planning Association of Malaysia is organizing its 5 th international conference, IFPAC 2008 from February 22-24, 2008 at the Sunway Pyramid Convention Center, Petaling Jaya. Aptly themed The New Frontiers of Financial Planning, the conference promises to share with you the latest trends and directions in the financial planning industry by presenting you with quality programs, international speakers, exposition and a wealth of new ideas. Build on the success and experience of past 4 conferences, IFPAC 2008 is expected to be much more exciting and grander. You will hear from many new voices presenting thoughtful and sometimes challenging ideas that are sure to expand your horizons and enhance your practice. FPAM is targeting an audience of 1,000 participants and a more highly-publicized event this time around - as the last conference s excellent turnout would indicate the positive projection outlook. IFPAC 2008 participants will comprise a virtual Who s Who of the key players on the financial services scene, including top corporate figures, professionals, business owners, asset managers and licensed financial planners driving the industry. IFPAC 2008 will also include an exposition (Expo) represented by a myriad of firms in the financial industry. This Expo which is also opened to the public will provide advisory services to visitors as well as showcase their latest and most innovative products. IFPAC 2008 is lining-up an impressive list of experienced speakers of international repute from around the globe. Diverse topics such as Malaysia s Potential as Islamic Wealth Management Hub, Regional and Global Financial and Investment Outlook, The Latest Financial Management Techniques and Tools, Alternative Investments such as Hedge Structured Funds awaits those who quest for knowledge. One of the highlights would be a panel discussion on the The Evolving Industry Framework for Financial Planning with participation from the main regulatory and statutory bodies.

2 The program consists of the following elements: Friday, 22 February (Day 1) 8.00 am Registration of Delegates 9.15 am Welcome Remarks by U Chen Hock, President of FPAM 9.30 am Keynote Address & Launch by YBhg Dato Zarinah Anwar Chairman, Securities Commission Malaysia am Coffee Break & Tour of Expo by Guest of Honor /Press Conference am Conference Session pm Lunch Break The Art of Urgency Creating Urgency in Your Clients Mind Robert Jolles, President, Jolles Associates Inc, USA 2.30 pm Conference Session pm Tea Break Taking Your Practice to the Next Step Shawn Brayman, President, PlanPlus Inc., Canada 4.00 pm Panel Discussion (with Q & A from the floor) The Evolving Industry Framework for Financial Planning Moderator: P. Gunasegaram, Group Executive Editor, The Edge Communications Sdn Bhd Panelists: Wong Sau Ngan, General Counsel, Securities Commission, Malaysia U Chen Hock, President, FPAM Mark Toh, Council Member, FMUTM Ng Lian Lu, President, LIAM Hizwani Hassan, Head, Organizational Development, EPF 6.00 pm Evening Cocktail by Standard Chartered Bank

3 Saturday, 23 February (Day 2) Concurrent session with 2 topics per session 9.00 am Concurrent Session am Coffee Break (i) Knowing Early and Enough Prevents Bank Runs Jeann Pierre Sabourin, CEO, Malaysia Deposit Insurance Corporation, Malaysia (ii) The Global Financial Outlook Joseph Tan, Senior Strategist, Global Markets, Fortis Bank, Singapore am Concurrent Session 2 (i) Revisiting REITs as an Investment - A Regional Study. Lim Ye Jhen, General Manager Hektar Asset Management Sdn Bhd, Malaysia (ii) Malaysia s Potential as Islamic Wealth Management Hub Mohd Willieuddin Lim, Director, Consumer Banking & Wealth Management, CIMB Islamic Banking, Malaysia am Concurrent Session 3 (i)evaluating Structured Investment Products Foo Keah Keat, Director/Head of Derivatives & Structured Products, OSK Investment Bank Berhad, Malaysia (ii) Building & Managing a Succesful Finacial Planning Practice Grahame David Evans, Managing Director, Professional Investment Services, Australia 12.30pm Lunch by Digi 2.00 pm Concurrent Session 4 (i) Driving the Malaysian Economy-GLC Transformations and Iskandar Development Region Wong Shu Hsien, Senior Vice President, Managing Director s Office, Khazanah Nasional Berhad, Malaysia (ii) Wealth Management & Family Office Giles Gunesekera, Director/Head of Third Party Sales, Principal Global Investors, Australia

4 3.00 pm Tea Break 3.30 pm Concurrent Session 5 (i) The Growth of the Takaful Industry Keith Driver, Chief Executive Officer, HSBC Amanah Takaful, Malaysia. (ii) The Changing Needs of High Net Worth Clients Kimmis Pun, Executive Director, An international Private Bank, Singapore 4.30 pm Concurrent Session 6 (i) Beyond Monte Carlo Analysis Shawn Brayman, President, PlanPlus Inc., Canada ii) Leaving Your Legacy through Charitable Planning Chua Tia Guan, Executive Director, Great Vision Wealth Management, Malaysia pm Close Sunday, 24 February (Day 3) Open to Public ( pm) Free Public Talks/Financial Health Checks Networking/Exhibition Viewing

5 About FPAM FPAM was established in 1999 with the purpose to see to the proper development of the financial planning profession and industry. It introduced and administers the CFP (Certified Financial Planner) certification programme with the aim of ensuring that the industry is served by professional, properly certified and ethical financial advisers. The CFP qualification is recognized by both the Securities Commission and Bank Negara for licensing purpose. FPAM currently has 43 Charter and Corporate members and about 10,000 individual members, of which about 3,800 are fully Certified members. Its Charter and Corporate members are drawn from a wide cross section of the financial sector. They include many of the major foreign and local banks, unit trust companies, life insurance companies, trustee firms, security houses and financial planning firms. Its individual members are drawn from the ranks of these firms and also include those who are accountants, lawyers, members of the academia and the commercial sector. FPAM is an affiliate of the Financial Planning Standards Board ( an international body that owns and oversees the development of the CERTIFIED FINANCIAL PLANNER mark and certification program worldwide. The Securities Industry Act 1983 requires any person who acts or represents himself as a financial planner to be licensed by the Securities Commission. The CFP qualification is one of the qualifications recognized by the Securities Commission for application for the Investment Adviser (Financial Planning) licence. For more information log on to our website at: FINANCIAL PLANNING ASSOCIATION OF MALAYSIA (FPAM)

6 CHARTER MEMBERS 1. ING Insurance Berhad 2. Apex Investment Services Berhad 3. RHB Bank Berhad 4. Bank Simpanan Nasional Berhad 5. CIMB-Principal Asset Management Berhad 6. Citibank Berhad 7. Hong Leong Assurance Berhad 8. HWANGDBS Investment Bank Berhad 9. Manulife Insurance (Malaysia) Berhad 10. Public Mutual Berhad 11. Malaysian Assurance Alliance Berhad 12. OSK Investment Bank Berhad 13. Pacific Mutual Fund Berhad 14. Prudential Fund Management Berhad 15. SJ Asset Management Sendirian Berhad 16. Standard Chartered Bank Malaysia Berhad 17. CIMB Wealth Advisors Berhad 18. CIMB Investment Bank Berhad 19. AIA Company Limited 20. HSBC Bank Malaysia Berhad 21. RHB Unit Trust Management Berhad 22. Kenanga Investment Bank Berhad 23. Pheim Unit Trusts Berhad 24. OCBC Bank (Malaysia) Berhad 25. Affin Bank Berhad 26. Amanah Raya Berhad 27. Alliance Bank Malaysia Berhad 28. United Overseas Bank (M) Berhad 29. Asia Unit Trusts Berhad 30. MAAKL Mutual Berhad 31. Malayan Banking Berhad 32. ABN AMRO Bank Berhad 33. CIMB Bank Berhad CORPORATE MEMBERS 1. OSK-UOB Unit Trust Management Berhad 2. Deakin International Sendirian Berhad 3. Standard Financial Planner Sendirian Berhad 4. Rockwills Corporation Sendirian Berhad 5. Arrow Solutions (M) Sendirian Berhad 6. Money Concepts Malaysia Sendirian Berhad 7. Impact Independent Financial Advisory Sendirian Berhad 8. OSK Trustee Berhad 9. Great Vision Wealth Management Sendirian Berhad 10. A.D. Capital Sendirian Berhad

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